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How to create a new booking from a chat client?

Learn how you can quickly create a new booking from an active chat, automatically using the client's contact details

Xenia avatar
Written by Xenia
Updated in the last hour

To create a booking from a chat, you need to link the client to it.

To create a booking from a chat:

1. Go to the Chats page and select the desired chat.

2. Click on the “+ Document” button and select “Booking.”

The created booking is displayed in the chat with the client and on the Bookings page. Contact details in the booking are automatically pulled from the current chat. If necessary, they can be edited after the booking is created.

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